Great Valley Advisor Group, Inc. Reduced Holdings in Q1 2025

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-10.5K
- 5.84%
$120.29 - $134.6 $1.26M - $1.41M
169K $20.6M
ED
Consolidated Edison Inc

Utilities
-30.5K
- 66.03%
$88.0 - $110.59 $2.68M - $3.37M
15.7K $1.73M
ACN
Accenture PLC

Technology
-2.88K
- 8.0%
$300.91 - $398.25 $866K - $1.15M
33.1K $10.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-44.7K
- 6.87%
$50.48 - $51.04 $2.26M - $2.28M
606K $30.7M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
-44
- 0.22%
$14.0 - $132.02 $616 - $5.81K
19.7K $276K
GIS
General Mills Inc

Consumer Defensive
-32.7K
- 54.72%
$57.56 - $65.3 $1.88M - $2.14M
27.1K $1.62M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-94.3K
- 12.83%
$58.04 - $65.84 $5.47M - $6.21M
641K $40.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.11K
- 6.44%
$554.06 - $615.85 $1.17M - $1.3M
30.6K $17.2M
ADBE
Adobe Inc.

Technology
-1.93K
- 9.53%
$377.84 - $464.11 $728K - $895K
18.3K $7.02M
AMGN
Amgen Inc

Healthcare
-9.21K
- 47.57%
$258.59 - $327.36 $2.38M - $3.01M
10.1K $3.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.85K
- 5.76%
$102.49 - $119.96 $599K - $702K
95.7K $10M
NVO
Novo Nordisk A S

Healthcare
-2.52K
- 2.8%
$69.3 - $90.95 $175K - $229K
87.6K $6.08M
HON
Honeywell International Inc

Industrials
-3.22K
- 4.6%
$202.75 - $226.52 $652K - $728K
66.7K $14.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.88K
- 4.25%
$92.71 - $107.38 $452K - $524K
110K $10.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-38.1K
- 5.39%
$21.23 - $23.75 $809K - $905K
669K $14.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-15.9K
- 78.06%
$100.32 - $100.76 $1.59M - $1.6M
4.46K $448K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-18.5K
- 47.69%
$85.29 - $92.57 $1.58M - $1.71M
20.3K $1.85M
JNJ
Johnson & Johnson

Healthcare
-20.7K
- 23.0%
$142.06 - $167.7 $2.95M - $3.48M
69.4K $11.5M
XLC
Select Sector Spdr Tr Communic

ETFs
-15.5K
- 25.86%
$94.84 - $105.31 $1.47M - $1.63M
44.5K $4.29M
MRK
Merck & Co., Inc.

Healthcare
-4.65K
- 4.28%
$83.01 - $101.02 $386K - $470K
104K $9.35M
TAXF
American Centy ETF Tr Diversif

ETFs
-29K
- 61.85%
$49.19 - $50.86 $1.43M - $1.47M
17.9K $884K
MGC
Vanguard Mega Cap ETF

ETFs
-2.74K
- 4.04%
$199.2 - $222.69 $546K - $611K
65.2K $13.1M
SQ
Block, Inc.

Technology
-7.33K
- 23.89%
$54.04 - $92.95 $396K - $681K
23.4K $1.34M
FISV
Fiserv Inc

Technology
-9.88K
- 12.72%
N/A
67.8K $8.49M
CAR
Avis Budget Group, Inc.

Industrials
-11.9K
- 63.31%
$55.49 - $96.5 $659K - $1.15M
6.88K $522K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.35K
- 13.87%
$302.31 - $337.54 $711K - $794K
14.6K $4.48M
MUB
Ishares National Muni Bond ETF

ETFs
-5.07K
- 1.74%
$104.71 - $107.69 $530K - $545K
286K $30.1M
BX
Blackstone Inc.

Financial Services
-182
- 0.75%
$136.53 - $186.74 $24.8K - $34K
24.1K $3.37M
ROBO
Robo Global Robotics And Autom

ETFs
-12.7K
- 75.03%
$51.5 - $60.89 $652K - $771K
4.21K $216K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-938
- 14.75%
$111.56 - $223.11 $105K - $209K
5.42K $606K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-3.56K
- 20.95%
$179.71 - $192.06 $640K - $684K
13.4K $2.47M
ETN
Eaton Corp PLC

Industrials
-424
- 4.89%
$271.83 - $371.23 $115K - $157K
8.26K $2.24M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-528
- 11.06%
$283.06 - $421.16 $149K - $222K
4.25K $1.2M
COP
Conocophillips

Energy
-11K
- 11.76%
$88.6 - $105.85 $975K - $1.16M
82.6K $8.67M
NEE
Nextera Energy Inc

Utilities
-6.57K
- 4.28%
$66.96 - $76.16 $440K - $500K
147K $10.4M
DHR
Danaher Corp

Healthcare
-2.15K
- 46.89%
$201.62 - $250.59 $433K - $538K
2.43K $498K
USB
Us Bancorp \De\

Financial Services
-5.14K
- 8.67%
$40.92 - $50.9 $210K - $262K
54.2K $2.29M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-33.8K
- 10.15%
$25.21 - $26.38 $853K - $892K
299K $7.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
-76
- 0.44%
$247.97 - $296.33 $18.8K - $22.5K
17.4K $4.38M
SHV
Ishares Tr

ETFs
-4.71K
- 18.15%
$110.11 - $110.51 $519K - $520K
21.2K $2.35M
PLTR
Palantir Technologies Inc.

Technology
-10.9K
- 23.08%
$64.98 - $124.62 $711K - $1.36M
36.5K $3.08M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-20.2K
- 4.42%
$23.32 - $23.84 $471K - $482K
438K $10.2M
FLJH
Franklin Templeton ETF Tr

ETFs
-15.5K
- 55.33%
$30.1 - $32.06 $465K - $496K
12.5K $384K
SLB
Schlumberger Limited

Energy
-14.6K
- 40.79%
$38.4 - $43.74 $561K - $639K
21.2K $886K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-3.25K
- 18.3%
$113.13 - $127.79 $368K - $416K
14.5K $1.64M
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.35K
- 37.61%
$57.44 - $59.4 $480K - $496K
13.9K $823K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-5.1K
- 27.96%
$85.06 - $87.69 $434K - $447K
13.2K $1.12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.26K
- 4.19%
$25.58 - $29.24 $186K - $212K
166K $4.34M
FTC
First Tr Lge Cap Growth

ETFs
-2.96K
- 37.21%
$127.87 - $148.89 $378K - $440K
4.99K $655K
Activity Summary
Buys All Purchases 464 New Holdings 79 Increased Positions 385 Sells All Sells 364 Reductions 364 Sold out 0 Options Calls 0 Puts 0
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